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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

More terms

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.

Quick ratio

Learn what quick ratio stands for in financial terms and how to calculate it.

Capital

Learn what financial capital means

Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.

Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

Clean price

The quoted price of a gilt, which excludes accrued interest

Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.

Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.

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